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DES MOINES INVESTMENTS, LLC
CRD 146322File 801-122812
APPROVED
Retail clients
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.0M
Below cohort median (national)
Discretionary AUM
$246.0M
Clients
700
1,497 accounts
Employees
4
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 3, 2022
- Principal office
- 2 EAST ARMY POST RD, SUITE 2, DES MOINES, IA, 50315-5821
- Phone
- 515-777-1149
- Website
- https://www.investdsmi.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.0M
- Discretionary AUM
- $246.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,497
- Non-discretionary accounts
- 0
- Total accounts
- 1,497
- AUM per client
- $351K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $100.0M |
| Individuals (other than high net worth individuals) | 625 | $146.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 550 | 700 | increased by150 |
| Feb 1, 2026 | AUM | $190,000,000 | $246,000,000 | increased by$56,000,000 |
| Feb 1, 2026 | Accounts | 750 | 1,497 | increased by747 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 400 | 550 | increased by150 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $140,000,000 | $190,000,000 | increased by$50,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 400 | 750 | increased by350 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DES MOINES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DES MOINES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.